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Last Updated: 05/19/2026
in Setup Home Services
A Fuel Rate Index Surcharge is used to adjust pricing in response to fuel cost changes. Typically associated with a published index, such as the EIA (U.S. Energy Information Administration) diesel average, it allows companies to account for market...
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Last Updated: 05/19/2026
in Accounts Home Services In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to speci...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for...
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Last Updated: 05/19/2026
in Customer Portal Home
This article is about the key setup areas that influence the performance and usability of the Customer Portal .
System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made i...
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Pathway: Customer Portal > Wallet
The Wallet feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer valid.
Configurations in Setup The follow...
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Pathway: Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjustme...
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Logic has been updated for scale tickets so cash payments and terminal credit card payments are posted to separate AR Payment Batches. Previously, both payment types were posted to the same batch. Pathway: Accounting > AR Payment Bat...
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Previously, Account Requests were labeled as 'Complaints' in several areas. Considering that most requests submitted are not complaints, the labeling has been updated from "Complaints" to "Account Requests." The three areas affected were on the...
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An intermittent issue that caused an error message to display when attempting to renumber or resequence stops has been resolved. ...
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The issue with all payments not being included in the Credit Card / ACH Reconciliation has been resolved. It was identified that payments made on a scale ticket were being omitted because “Scale” was not included as a Source option. The issue was...